Run client bill collection like a proper firm workflow.
Close every month without the chase.
DhanaSetu gives CA and accounting firms one controlled workspace to map clients, track missing bills, review GST-ready fields, and prepare month-end export packs.
Bills only enter after the firm links a sender number.
Vendor, amount, GST, date, and category ready for review.
Each bill sits in the right client/month queue before export.
Manage client bill collection before the month-end scramble.
DhanaSetu gives CAs and accounting teams a client-wise view of what arrived, what is missing, and what needs review before export or filing handoff.
Firm
June 2026 close snapshot
Active clients
42
Docs received
148
Missing docs
64
Needs review
7
Bills value received
Client bills received into the firm workflow
Close readiness
Clients moving from intake to review
ABC Traders
18 bills received • 3 need review
June GST close
review
Mahalaxmi Foods
12 bills missing • reminder due
June GST close
missing
Pune Auto Works
31 bills captured • export ready
June GST close
ready
Jagdamba Electricals
7 bills received today
June GST close
saved
Sai Logistics
GST values flagged on 2 invoices
June GST close
review
Built for CA firms that run on deadlines
A focused workflow for firm-owned client mapping, bill review, missing-document follow-up, and monthly export packs.
Firm-controlled client intake
Your firm maps each client and sender number first. Unknown WhatsApp senders are not self-onboarded into unowned accounts.
Review-ready GST fields
Extract vendor, amount, GST, invoice date, and category from common invoices, bills, and receipts.
Monthly close queue
Track bills that are saved, unclear, missing, or ready for accountant review before month close.
One firm per client
A client business belongs to one firm at a time, giving the CA/accounting team clear ownership and clean routing.
How it works
Map
Create the client record and link the WhatsApp numbers allowed to submit bills.
Collect
Clients send photos or PDFs in the channel they already use, but only after your firm links them.
Review
Documents land in the right client/month queue with extracted fields, failed states, and needs-review signals.
Close
Use client status and exception queues to prepare monthly Excel/export packs after review.
The workflow is designed around firm ownership first. WhatsApp stays as the lightweight intake channel, but the dashboard is where control, review, and month-close decisions happen.
Each client has one firm owner, mapped senders, extracted fields, reviewable exceptions, and a month-wise trail your team can use before filing or handoff.
The difference
- Client bills scattered across personal WhatsApp chats
- Staff manually naming, sorting, and forwarding files
- Missing documents discovered right before GST deadlines
- No client-wise view of what needs review
- GST fields buried inside PDFs and screenshots
- Firm-controlled client and sender mapping
- Less manual sorting and duplicate cleanup
- Monthly document archive by client and period
- Review queues and missing-doc status before filing handoff
- GST fields organized for accountant review
Privacy-first bill storage
Client bills contain sensitive vendor and tax data. DhanaSetu keeps them in a controlled workspace, supports protected sharing, and avoids selling your data.
Practical improvements for teams chasing client documents every month.
For CA firms
Run document collection from one firm-owned workspace. Client senders are mapped, missing bills are visible, and review queues stay tied to the right month.
- Client ownership
- Needs-review queues
- Monthly export packs
For accounting teams
Give staff one place to track client bills, unclear extractions, failed uploads, and monthly readiness without digging through personal WhatsApp chats.
- Multi-client overview
- Exception tracking
- Mapped sender control
For SME clients
They do not need a portal or new habit. Once your firm links their number, they send bills normally and your team receives structured data.
- No portal training
- Mapped WhatsApp submission
- Fewer month-end reminders
Common inquiries
A CA or firm sets up the workspace, adds client businesses, and links the WhatsApp numbers allowed to submit bills. Client documents then land under the right client and month for extraction, review, and export.
We support common invoices, receipts, bills, and expense documents sent as images or PDFs. This includes restaurant bills, fuel receipts, utility invoices, retail purchases, and supplier invoices.
Extraction works best on clear printed invoices and receipts. If a photo is blurry, handwritten, or unusual, you can review and edit the extracted fields in your dashboard.
Your data stays in your DhanaSetu workspace with access controls and protected sharing. We do not sell your data, and you retain the ability to export or delete it.
No. DhanaSetu is the intake and review layer before accounting entry or filing. Use it to collect, organize, review, and export cleaner document data into your existing accounting workflow.
Make one client month-end boring first.
Set up a firm workspace, map one client, review the month-end document flow, then scale the same process across the rest of your client base.
Start firm setupFirm-controlled setup. No client portal training. No credit card required to start the pilot.